From lead to buyer, without the dead time.
Lotivio is the CRM Meotis builds for property developers: it captures every lead, qualifies it through an AI-led WhatsApp conversation, scores the units that match and keeps the pipeline moving all the way to the notary.
At work with several Swiss property developers
Your data and your prospects never leave your company
Qualification through the official WhatsApp Business API
SMG, Homegate, immobilier.ch, Properstar and your website
Every morning, the short list of what matters.
Your broker opens Lotivio and sees eleven actions, not two hundred leads. The rest has already been handled: brochures sent, conversations run, follow-ups scheduled. What surfaces is only what actually needs a human.
Six steps, from portal to notary.
Property development runs on one chain: capture, contact, qualify, match, steer, publish. Lotivio automates every link and hands control back to your brokers at the moment it matters.
Capture
SMG, Homegate, immobilier.ch, Properstar, Meta Lead Ads, your website: every lead lands in a single queue, whatever the channel. Invalid leads are held in a dedicated queue, visible and replayable.
Contact
For Meta and website leads, Lotivio creates the contact, sends the project brochure and opens the WhatsApp conversation with an approved message, within minutes. Portal leads join the same queue, ready to contact in one click.
Qualify
An AI-led conversation extracts the criteria that matter: property type, rooms, area, budget, timeline, home or investment. Automatic follow-up after 24 hours; at any point, one word is enough to reach a human advisor or stop everything.
Match
Every prospect is measured against your developments, current and upcoming, and each pairing gets a score: budget, area, number of rooms, availability. The units that genuinely fit rise to the top, pitch already written, and the ranking is redone whenever the contact or the catalogue changes.
Steer
Pipeline from first contact to signature at the notary, scheduled follow-ups, dormant-unit detection, tasks and notifications: every morning your brokers know what to do, and for whom.
Publish
A listing entered once goes out to SMG, Homegate, immobilier.ch, Properstar and the developer's website, with field pre-validation before every release. Reserved and sold statuses stay in sync on the portals and the website.
From first contact to signing at the notary.
Every prospect moves from one column to the next, qualified, reservation, notary, sold, and the portfolio value recalculates with each move. Each card carries the budget, the target development and the region: you know where your sales stand without opening a spreadsheet.
A developer's whole day, on one screen.
Today
The broker's daily cockpit: key figures, the day's agenda, the latest incoming leads.
Leads & contacts
The all-sources arrival queue and the full contact file: criteria, exchanges, consents, matches.
Catalogue
Developments, buildings and units: prices, statuses, floor plans, media and documents in one place.
Matching
Contact-to-unit matches, scored, with the pitch ready to send.
Publishing
The publication matrix per unit and per channel, with field checks before every release.
Pipeline & follow-ups
Sales stages, scheduled follow-ups and automatically generated tasks.
Marketing
Tracked links, Meta Ads spend monitoring and campaign measurement.
Reports
Five report templates, from global KPIs to team performance, over the period you choose.
The AI does the work, you stay in control.
Consent & opt-out
AI qualification relies on the consent collected at the lead source, and opting out is honored at any point in the conversation.
Logged decisions
Every AI decision is recorded in a dedicated log and can be explained after the fact.
Sovereign hosting
Your data and your prospects never leave your company: European hosting, per-organization isolation with RLS on every table, and no model ever trained on your data.
Rights, engineered
Access, rectification, erasure, portability: nFADP and GDPR rights are served by dedicated mechanisms, not by a mailbox.
Lotivio plugs into the channels the trade already uses:
Your next buyers are already in your leads.
30 minutes is enough to see Lotivio running on a real development case.
